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Insight Advisors’s Vanguard Growth ETF VUG Stock Holding History

Insight Advisors’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.15M Sell
84,432
-1,578
-2% -$123K 1.17% 12
2025
Q4 		$6.99M Sell
86,010
-66
-0.1% -$5.36K 1.06% 18
2025
Q3 		$6.88M Sell
86,076
-336
-0.4% -$25.7K 1.05% 14
2025
Q2 		$6.31M Sell
86,412
-1,050
-1% -$69.1K 1.01% 15
2025
Q1 		$5.41M Buy
87,462
+354
+0.4% +$23.9K 0.94% 17
2024
Q4 		$6.01M Sell
87,108
-7,116
-8% -$478K 1.01% 14
2024
Q3 		$6.03M Buy
94,224
+198
+0.2% +$12.3K 1.04% 13
2024
Q2 		$5.86M Buy
94,026
+24
+0% +$1.4K 1.06% 10
2024
Q1 		$5.39M Buy
94,002
+72
+0.1% +$3.96K 1.03% 10
2023
Q4 		$4.87M Sell
93,930
-216
-0.2% -$10.4K 1.03% 11
2023
Q3 		$4.27M Buy
94,146
+270
+0.3% +$12.8K 0.98% 9
2023
Q2 		$4.43M Sell
93,876
-1,272
-1% -$55.2K 0.99% 12
2023
Q1 		$3.96M Sell
95,148
-270
-0.3% -$10.5K 0.93% 10
2022
Q4 		$3.37M Sell
95,418
-1,056
-1% -$38.8K 1.18% 11
2022
Q3 		$3.44M Buy
96,474
+696
+0.7% +$28K 1.35% 12
2022
Q2 		$4.12M Sell
95,778
-2,868
-3% -$118K 1.4% 12
2022
Q1 		$4.73M Sell
98,646
-1,458
-1% -$69K 1.42% 9
2021
Q4 		$5.35M Sell
100,104
-2,172
-2% -$113K 1.58% 8
2021
Q3 		$5.47M Sell
102,276
-2,040
-2% -$102K 1.63% 6
2021
Q2 		$5.13M Sell
104,316
-6,270
-6% -$285K 1.61% 8
2021
Q1 		$5.07M Sell
110,586
-2,934
-3% -$126K 1.6% 5
2020
Q4 		$4.79M Buy
+113,520
New +$4.53M 1.81% 5

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Insight Advisors's VUG Position: Q1 2026 in Review

Insight Advisors reduced its Vanguard Growth ETF (VUG) stake by 1.8% in Q1 2026, selling an estimated $123K and leaving 84,432 shares worth $6.15M. The position accounts for 1.17% of the portfolio, ranked #12.

Insight Advisors first reported a position in VUG in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.99M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Insight Advisors held 84,432 shares of Vanguard Growth ETF worth $6.15M as of Q1 2026.
  • Insight Advisors sold 1,578 Vanguard Growth ETF shares in Q1 2026, an estimated $123K.
  • Vanguard Growth ETF made up 1.17% of Insight Advisors's portfolio in Q1 2026, its #12 holding.
  • Insight Advisors first reported a position in Vanguard Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Insight Advisors's Vanguard Growth ETF position peaked at $6.99M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.